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Clearstead Advisors’s Heritage Financial HFWA Stock Holding History

Clearstead Advisors’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.61K Buy
+122
New +$3.36K ﹤0.01% 2276
2026
Q1 		– Sell
-2
Closed -$48 – 2512
2025
Q4 		$48 Buy
+2
New +$47 ﹤0.01% 2612

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Clearstead Advisors's HFWA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Heritage Financial (HFWA) in Q2 2026: 122 shares worth $3.61K. The stake represents ﹤0.01% of the portfolio and ranks #2276 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HFWA as recently as Q4 2025.

Clearstead Advisors first reported a position in HFWA in Q4 2025 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Clearstead Advisors held 122 shares of Heritage Financial worth $3.61K as of Q2 2026.
  • Heritage Financial was a new Clearstead Advisors position in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2276 holding.
  • Clearstead Advisors first reported a position in Heritage Financial in Q4 2025 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.